Financial advisors and lenders · Arizona

Financial advisors and lenders in Phoenix, AZ

1,200+ financial advisors in Phoenix with phone numbers, 377 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Phoenix list freeSee a sample
1,200+
businesses
100%
have a phone number
29%
have an email address (377)
—
average Google rating
Sample

A sample of financial advisors and lenders in Phoenix

Twelve of the 1,200+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
FiSol DVOFinancial Service; Legal Service—Yes(888) •••-••••Available
The Financial AspectBusiness Service; Financial Service; Legal Service—Yes(480) •••-••••Available
The Silkman Law Firm, PLCFinancial Service; Legal Service—Yes(602) •••-••••Available
Trinidad Tax ServiceFinancial Service; Legal Service—Yes(602) •••-••••Available
Dan M Weier AgencyFinancial Service; Legal Service—Yes(602) •••-••••Available
Coleridge GroupFinancial Planner—Yes(480) •••-••••Available
Yossi SarsharLoans Agency—Yes(310) •••-••••Available
Scott Fickenscher - Clear Choice MortgageFinancial Service; Legal Service—Yes(480) •••-••••Available
JoEllen James - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(602) •••-••••Available
Orbit InvestmentsFinancial Planner—Yes(602) •••-••••Available
Mindful MoneyFinancial Service; Legal Service—Yes(480) •••-••••Available
Law Tigers Motorcycle Injury Lawyers - PhoenixLaw Office; Financial Service; Legal Service—Yes(602) •••-••••Available

Showing 12 of 1,200+. Data refreshed October 2026.

The market

What Phoenix's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 1,200+ have no rating yet — prime prospects for review and reputation services.
234 (18%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service501
  • Financial Planner211
  • Loans Agency162
  • Insurance Agency; Financial Service; Legal Service104
  • Financial Service62
  • Financial Service; Legal Service; Business Service52

Area codes

  • (602)835
  • (480)225
  • (623)108
  • (800)21
  • (855)14
  • (888)12
Playbook

How to sell to financial advisors in Phoenix

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Phoenix financial advisors leads

How many financial advisors and lenders in Phoenix, AZ are in the database?
1,200+ financial advisors and lenders in Phoenix, AZ, as of October 2026. 1,200+ of them have a phone number and 377 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Phoenix list of 1,200+ costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

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Other businesses in Phoenix

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Start calling Phoenix financial advisors today

25 free credits, no card. Search "financial advisors in Phoenix" and unlock your first 25 contacts.

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